Waverly Advisors, LLC
Position in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 1568787
BIRMINGHAM, AL
All Filings in IVOG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,253 | 5,053 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $619,023 | 4,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $592,225 | 4,927 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $552,236 | 4,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $397,752 | 3,519 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $342,833 | 3,323 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $246,791 | 2,190 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||